Sargent Bickham Lagudis’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$386K	Sell	4,757 -1,128	-19%	-$91.5K	0.03%	211
2022 Q3	$478K	Buy	5,885 +132	+2%	+$10.9K	0.04%	174
2022 Q2	$477K	Sell	5,753 -3,552	-38%	-$295K	0.04%	182
2022 Q1	$776K	Sell	9,305 -13,985	-60%	-$1.18M	0.06%	154
2021 Q4	$1.99M	Buy	23,290 +16,333	+235%	+$1.4M	0.15%	104
2021 Q3	$599K	Hold	6,957	–	–	0.05%	158
2021 Q2	$599K	Sell	6,957 -11,148	-62%	-$962K	0.05%	155
2021 Q1	$1.56M	Buy	18,105 +11,868	+190%	+$1.02M	0.14%	107
2020 Q4	$539K	Sell	6,237 -4,065	-39%	-$351K	0.05%	149
2020 Q3	$891K	Sell	10,302 -186,716	-95%	-$16.2M	0.09%	116
2020 Q2	$17.1M	Buy	197,018 +167,646	+571%	+$14.5M	1.83%	10
2020 Q1	$2.55M	Sell	29,372 -2,770	-9%	-$237K	0.33%	69
2019 Q4	$2.72M	Sell	32,142 -5,179	-14%	-$439K	0.3%	74
2019 Q3	$3.17M	Sell	37,321 -60,047	-62%	-$5.09M	0.38%	58
2019 Q2	$8.26M	Sell	97,368 -33,243	-25%	-$2.8M	0.98%	22
2019 Q1	$11M	Buy	130,611 +86,743	+198%	+$7.26M	1.27%	17
2018 Q4	$3.67M	Buy	43,868 +43,128	+5,828%	+$3.58M	0.47%	52
2018 Q3	$61K	Hold	740	–	–	0.01%	336
2018 Q2	$62K	Hold	740	–	–	0.01%	328
2018 Q1	$62K	Hold	740	–	–	0.01%	323
2017 Q4	$62K	Sell	740 -23	-3%	-$1.94K	0.01%	344
2017 Q3	$64K	Hold	763	–	–	0.01%	337
2017 Q2	$64K	Buy	763 +23	+3%	+$1.94K	0.01%	323
2017 Q1	$63K	Hold	740	–	–	0.01%	325
2016 Q4	$62K	Hold	740	–	–	0.01%	305
2016 Q3	$63	Sell	740 -1,176	-61%	-$100K	0.01%	312
2016 Q2	$163K	Hold	1,916	–	–	0.03%	226
2016 Q1	$163K	Buy	+1,916	New	+$163K	0.03%	228